Filed June 18, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 17 · EIN 34-1213174 | Pension Consulting | $60,199 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 26555 EVERGREEN RD · SOUTHFIELD, MI 48076 | Actuarial | $47,135 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER CANFIELD PADDOCK Service code 29 150 WEST JEFFERSON STE 2500 · DETROIT, MI 48226 | Legal | $27,770 |
Filed as: JPMORGAN CHASE Service code 27 · EIN 13-4994650 | Advisory (Plan) | $17,500 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $16,150 |
COMERICA BANK1 year Filed as: COMERICA Service code 27 · EIN 38-1998421 | Advisory (Plan) | $14,781 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP Service code 17 · EIN 01-0694771 | Pension Consulting | $13,165 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -16.98% | -14.45%-2.5pp | -38.86%+21.9pp | 39.82%-56.8pp |
| Employer contribution / active EE | $27,083 | $14,058+92.7% | $37,756-28.3% | $19,980+35.6% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |